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Technology Stocks : Altaba Inc. (formerly Yahoo) -- Ignore unavailable to you. Want to Upgrade?


To: MileHigh who wrote (21083)4/7/1999 5:17:00 PM
From: KM  Respond to of 27307
 
No, sold yesterday morning. I got in pretty high and couldn't take a big hit.



To: MileHigh who wrote (21083)4/7/1999 6:16:00 PM
From: 16yearcycle  Read Replies (3) | Respond to of 27307
 
I've been writing this sort of thing over the last 5 q announcements with no bears listening, but here goes again:

1. Yahoo is now at a 340 million revenue pace.
2. If they grow at nearly the same pace for the next 3 years, revenues will be at a 5 billion pace.
3. Earnings would likely surpass 1 billion.
4. A pe of at least 100 would be appropriate.
5. Yahoo will likely grow faster than this due to acquisitions, but earnings will get diluted.
6. Competition will have an impact eventually, but the non-net companies are moving at a snails pace. Yhoo, amzn and the like will have an even stronger foothold in this arena in 2 years.

imho.

gene



To: MileHigh who wrote (21083)4/7/1999 9:48:00 PM
From: Lorenzo Perez  Read Replies (3) | Respond to of 27307
 
Dear MileHigh, how long have you being investing? Do you know how many people missed their best opportunity to make money on YHOO, AMZN and AOL since two years ago because of the high PE? But even those had a better luck than the ones that decided to short these stocks because of their high PE. Most of them went bankruptcy.